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Disclosery

GeoWealth Management, LLC: QUIZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GeoWealth Management, LLC on QUIZ, newest first. How the timeline and the estimate are built.

GeoWealth Management, LLC held 519,201 QUIZ shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 519,201 shares
    Change vs previous 13F +183,992 shares

    0.48% of the 13F portfolio, value $15,170,267.

    13F-HR 0001593387-26-000006 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 335,209 shares
    Change vs previous 13F +178,702 shares

    0.33% of the 13F portfolio, value $9,037,232.

    13F-HR 0001593387-26-000004 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 156,507 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,151,087.

    13F-HR 0001593387-26-000002 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).